Setting Up Email Reminders for TimeTracker

To ensure timely email reminders for both approvers and users, follow these steps:

1. Set Up Reminder Flags

  • Remind Approvers: Configure the flag to notify managers about pending time approvals. Click here to learn more

  • Remind Users: Configure the flag to remind TimeTracker users to enter their time if not entered. Click here to learn more,

  • Create a Scheduler to Send Email Reminders

    1. Go to Setup and search for Apex Classes in the Quick Find bar.

    2. Click the Scheduled Apex button.

    3. Set Up the Scheduler:

      • Job Name: Enter a descriptive name for the reminder job.

      • Apex Class: Select "DailyEmailReminders".

      • Set Frequency & Preferred Start Time: Choose how often and when the scheduler should run.

    4. Click Save.

  • Effect:

    • The scheduler will execute at the preferred time and send:

      • Reminder emails to Managers about pending timesheets.

      • Reminder emails to Users who haven't entered their time.

  • This setup ensures that time approvals and submissions stay on track.